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Decisions a C-Suite would make for Custom Software & Product Engineering

Vendor comparisons that are honest about where each tool falls short, plus a plan for doing the work yourself. Where we quote a benchmark, we show its source.

Executive guides for Custom Software & Product Engineering

15 guides for Custom Software & Product Engineering of 1,000

Commercial Lending & Small Business Financing3 min read

Financing a Custom Software Shop: SBA Loan or Revenue-Based Capital

Custom software and product engineering firms have lumpy, project-based revenue. Here is how that changes the SBA 7(a) versus revenue-based financing choice.

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Legal Operations & Contract Lifecycle Management4 min read

Ironclad vs LinkSquares for Custom Dev Shops: SOWs and IP Assignment

A breakdown of how Ironclad and LinkSquares handle statements of work, IP assignment, and change orders for custom software and product engineering firms.

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Board Management & Investor Governance4 min read

Board Software for a Custom Software Shop's Advisory Board

Custom software and product engineering shops rarely answer to a venture board. How to choose between Diligent and BoardPro for an advisory or owner board.

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Business Entity Formation & Corporate Governance3 min read

Bizee vs. Doola for a Custom Software Shop: Entity Setup That Fits

Forming an entity for a custom software or product engineering shop: IP assignment from contractors, S-corp timing, and how Bizee and Doola differ.

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Commercial Insurance & Corporate Risk Management3 min read

Vouch vs Embroker for Custom Software and Product Engineering Shops

A step-by-step look at how a custom software or product engineering company should evaluate Vouch and Embroker for tech E&O and cyber coverage.

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Business Banking & Treasury Operations4 min read

Mercury vs Relay: Banking for a Custom Software Shop

Custom software and product engineering firms run on milestone billing and contractor networks. Here's how Mercury and Relay handle that differently.

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Cap Table & Equity Management3 min read

Cap Table Software for Custom Software Shops: Pulley vs Carta

How a custom software and product engineering shop should weigh Pulley against Carta for equity grants, partner buy-ins, and dilution.

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EOR & Global Employment3 min read

Staffing a Client Engineering Team: Deel vs Remote Step by Step

A step-by-step walkthrough for custom software and product engineering firms choosing between Deel and Remote to staff client delivery teams overseas.

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PEO & Outsourced HR3 min read

PEO Choices for a Custom Software Shop

Why a product engineering and custom software firm should evaluate Justworks and TriNet differently than a SaaS company, with IP and staffing tradeoffs.

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Executive Leadership & Fractional Hiring3 min read

Custom Software Shops: Fractional CFO or a Controller First?

For custom software and product engineering firms, when a fractional CFO covers the gap and when the milestone billing and WIP mess needs a controller.

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Executive Financing Strategy: Equity vs Debt vs Non-Dilutive3 min read

Capital Options for Custom Software Shops When You're Not Venture-Backed

Most custom software shops aren't venture-backed. Here's what venture debt and revenue-based financing actually require, and what fits instead.

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Cap Table Liquidity & Private Secondary Markets3 min read

Carta vs Forge for a Custom Software Shop's Equity Pool

Custom software and product engineering firms weigh Carta against Forge differently than pure SaaS companies. Here is how the tradeoffs actually play out.

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Executive Search & Leadership Recruiting4 min read

Filling a VP of Engineering Seat at a Dev Shop

A step-by-step look at how a custom software or product engineering company should run its next senior engineering leadership search.

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Startup Mergers, Acquisitions & Exit Marketplaces3 min read

Selling a Custom Software Shop: Acquire.com vs Flippa

Custom software and product engineering firms sell differently than pure SaaS. Compare Acquire.com and Flippa for services-plus-IP acquisitions.

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Executive Digital Privacy & Data Broker Removal3 min read

Optery or DeleteMe for a Custom Software Shop

How principals at custom software and product engineering firms should weigh Optery's automated removal against DeleteMe's human-run service.

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